Investing in large & mid-cap mutual funds offers a balanced approach to wealth creation by combining the stability of large-cap stocks with the growth potential of mid-cap companies. As we enter August 2025, market conditions suggest that investors should focus on funds with strong track records, consistent returns, and skilled fund management. We will discuss here Best Large & Mid Cap Mutual Funds to Invest in August 2025.
Here’s a curated list of the top large & mid-cap mutual funds to consider for investment in August 2025, based on performance, risk-adjusted returns, and fund management expertise.
1. Axis Growth Opportunities Fund
✅ Category: Large & Mid Cap
✅ AUM (Approx): ₹15,000+ Crore
✅ Expense Ratio: ~0.40% (Direct)
✅ 3-Year CAGR: ~18%
✅ Key Highlights:
- Strong focus on high-growth sectors like banking, IT, and consumer goods.
- Consistently outperformed its benchmark (Nifty LargeMidcap 250 TRI).
- Low expense ratio enhances net returns.
Best For: Investors seeking a balanced portfolio with steady growth.
2. Mirae Asset Large & Midcap Fund (SIP Capped at ₹25,000)
✅ Category: Large & Mid Cap
✅ AUM (Approx): ₹30,000+ Crore
✅ Expense Ratio: ~0.45% (Direct)
✅ 5-Year CAGR: ~20%
✅ Key Highlights:
- One of the most popular funds in this category.
- SIP capped at ₹25,000 to manage excessive inflows.
- Strong stock-picking strategy with a mix of blue-chip and emerging mid-caps.
Best For: Long-term investors looking for high-growth potential.
3. Canara Robeco Emerging Equities Fund
✅ Category: Large & Mid Cap
✅ AUM (Approx): ₹10,000+ Crore
✅ Expense Ratio: ~0.50% (Direct)
✅ 3-Year CAGR: ~17%
✅ Key Highlights:
- Focuses on emerging businesses with strong fundamentals.
- Lower volatility compared to peers.
- Good risk-adjusted returns (Sharpe Ratio > 1).
Best For: Investors who prefer a mix of stability and growth.
4. Sundaram Large and Midcap Fund
✅ Category: Large & Mid Cap
✅ AUM (Approx): ₹5,000+ Crore
✅ Expense Ratio: ~0.55% (Direct)
✅ 5-Year CAGR: ~16%
✅ Key Highlights:
- Strong focus on quality mid-cap stocks with growth potential.
- Performs well in bull and sideways markets.
- Actively managed with a flexible investment approach.
Best For: Investors seeking aggressive growth with moderate risk.
5. Kotak Equity Opportunities Fund
✅ Category: Large & Mid Cap
✅ AUM (Approx): ₹12,000+ Crore
✅ Expense Ratio: ~0.45% (Direct)
✅ 3-Year CAGR: ~18.5%
✅ Key Highlights:
- Strong risk management strategy.
- High exposure to financial and consumer sectors.
- Consistent outperformance vs. benchmark.
Best For: Investors looking for consistent returns with lower risk.
6. Quant Large & Mid Cap Fund
✅ Category: Large & Mid Cap
✅ AUM (Approx): ₹8,000+ Crore
✅ Expense Ratio: ~0.60% (Direct)
✅ 3-Year CAGR: ~22% (Highest in category)
✅ Key Highlights:
- Highest returns in the category over 3 years.
- Aggressive stock selection with high mid-cap exposure.
- High-risk, high-reward strategy.
Best For: Aggressive investors comfortable with volatility.
Investment Strategy for August 2025
- Diversify: Invest in 2-3 funds to balance risk.
- SIP Preferred: Opt for SIP to average out market volatility.
- Monitor Performance: Review fund performance every 6 months.
Final Verdict
For August 2025, the best large & mid-cap funds are:
- Mirae Asset Large & Midcap Fund (Best for long-term growth)
- Axis Growth Opportunities Fund (Best for balanced returns)
- Quant Large & Mid Cap Fund (Best for aggressive investors)
Would you like a personalized recommendation based on your risk profile? Let us know in the comments!
Disclaimer: Mutual fund investments are subject to market risks. Past performance is not indicative of future returns. Consult a financial advisor before investing.